Senior Vice President, Personal Office Experience

## Description **About You** - Strategic Operator: You connect enterprise strategy, advice delivery, client experience, operations, and technology into a scalable operating model. - Executive Leader: You build alignment, accountability, and high-performing teams across complex, cross-functional organizations. - Client Experience Champion: You are committed to delivering a differentiated, fiduciary-standard client experience that drives meaningful outcomes. **The Role** We’re looking for a strategic, execution-focused professional to join our Personal Office team. In this role, you’ll define and execute the operating model that enables NorthRock’s Personal Office to consistently deliver a world-class client experience. The ideal candidate thrives in a growth-oriented, highly collaborative environment and is known for building scalable systems, developing leaders, and translating strategy into measurable business results. **What You’ll Do** - Lead and develop the firm’s Advice organization, providing strategic direction, coaching, and accountability across financial planning, investments, insurance, tax, trust & estate, cash management, lending, and related advisory disciplines. - Establish business plans, operational priorities, and performance expectations that balance technical excellence with commercial outcomes. - Build alignment across Advice leaders to ensure a consistent, scalable, and fiduciary-standard approach to delivering advice. - Partner with leadership to design, execute, and continuously improve the end-to-end client experience across the Personal Office. - Standardize client journey methodologies and service delivery standards across Advice and Operations. - Lead client operations teams supporting advisors, planning deliverables, research, implementation, and service execution. - Improve operational processes through standardization, automation, workflow optimization, and scalable execution disciplines. - Define and monitor key performance indicators measuring advisor productivity, operational effectiveness, client experience, and business performance. - Use analytics, advisor feedback, and client insights to identify improvement opportunities and prioritize operational initiatives. - Serve as a strategic partner across the Personal Office, Growth Office, Technology Office, and executive leadership. - Lead enterprise transformation initiatives with clear objectives, milestones, and measurable outcomes. - Recruit, coach, develop, and retain exceptional leaders and team members while fostering a culture of accountability, collaboration, innovation, and continuous learning. - Balance strategic leadership with hands-on execution to ensure foundational operating disciplines are successfully implemented. **What You Bring** - Bachelor’s degree in Business Administration, Finance, Economics, Management, or related field required; MBA or equivalent advanced degree preferred. - 12–15 years of progressive leadership experience within wealth management, financial planning, financial services, or related industries. - Demonstrated success designing and scaling advisor operating models that improve productivity, client outcomes, and business growth. - Experience leading cross-functional organizations across operations, advisor support, technology, client experience, and business enablement functions. - Proven track record partnering with executive leadership to define strategy and execute enterprise-wide initiatives. - Strong understanding of wealth management, financial planning, advisory services, fiduciary standards, and client engagement models. - Experience leveraging technology, workflow automation, analytics, and digital tools to drive operational efficiency and advisor effectiveness. - Familiarity with wealth management and planning platforms such as Salesforce, eMoney, MoneyGuidePro, RightCapital, Tamarac, Orion, Black Diamond, or similar solutions. - Experience establishing and monitoring operational KPIs, advisor…